The next gen investment solution for your SMSF and HNW clients
Wealth Accelerator is a full-featured next gen investment wrap platform with options to suit the needs of your various clients.Watch the video
Managing client SMSFs and investment portfolios is time-consuming without the right tools. Wealth Accelerator gives you and your clients the ability to manage their SMSF and non-super investments, in a single online place, centralising and consolidating portfolio administration and reporting.
You and your clients can buy and sell investments, monitor performance, manage all relevant paperwork and more. The comprehensive reporting suite makes client engagement and management a breeze.
Access a broad range of investment options, including managed funds, Managed Account models, term deposits, ASX listed securities, international securities, and exclusive options for wholesale clients.
Better manage client investments and improve business efficiency with tools such as managed accounts and our SMART model portfolio and rebalancing technology.
Simplify end of year reporting with consolidated tax statements to help you meet regulatory and tax obligations. Give accountants and other professionals third party account access for reporting, plus send asset data to major accounting software providers.
Simplify the management of complex assets, like private equity funds, limited partnerships and internationally domiciled managed funds with our outsourced administration service. Access online portfolio reporting, mail-house support, and enhanced tax reporting capabilities.
Our clear and simple pricing provides further savings when grouping family member accounts together or investing via our investor rewards menu. You will also have access to low-cost Australian and international trading and no switching fees on managed funds.
^The GSS Managed Models are available in certain versions of the Netwealth Managed Account and may not be available to you. Refer to the PDS provided to you for the Netwealth Managed Account.
^^Available for Wholesale clients with our Premium Service.
Let one of our experienced BDMs pay you a visit to discuss how our platform can be configured to meet your business needs.Contact a BDM
If you want a hands-on experience, we can organise a quick online demonstration of some of the key features of the platform and our service.Schedule a demo
For those who prefer, email us, give us a call or even drop in.Get in touch
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